Account Executive Jobs in New York
An Account Executive in the banking industry serves as the primary point of contact between the financial institution and its clients. They monitor and manage existing accounts, generate new sales opportunities, and deliver product presentations. Other responsibilities may include strategic planning, managing large-scale transactions, and solving client issues. Account Executives are responsible for achieving sales quotas, enhancing the banking experience for customers, and fostering loyal relationships between the bank and its clientele.
To succeed as an Account Executive, vital skills include exceptional communication, customer service, and sales abilities, as well as a deep understanding of the financial industry. They should have excellent negotiation and problem-solving skills, and be adept at managing multiple clients and responsibilities simultaneously. Some certifications, like Certified Financial Services Security Professional (CFSSP) or Chartered Financial Analyst (CFA) can enhance an Account Executive's credentials. Prior to becoming an Account Executive, a person might have roles such as Sales Representative, Account Manager, or Loan Officer within the banking or financial services sector.
About this role: Wells Fargo is seeking a Relationship Manager (RM) in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring...
and other credit related products Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups Perform financial...
Financial Services Account Manager, North American FSI, Insurance
- New York, NY
- 10 days ago
- New York, NY
- 10 days ago
Would you like to be part of a team focused on increasing adoption of Amazon Web Services by developing FSI customers in the insurance industry? Do you have the business savvy and the technical...
policies and lending practices....
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients' most complex digital...
Prepares lending activity reports for department management....
Senior Account Executive, Banking and Capital Markets
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
The Team: We're seeking a dynamic Account Executive - Land to join our North America Enterprise Sales Team....
Senior Lead Commercial Banking Relationship Manager
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Commerical Banking Relationship Manager - Jericho, NY - Jericho, NY
- Jericho, NY
- 60+ days ago
- Jericho, NY
- 60+ days ago
policies and lending practices....
Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending...
Commercial Banking Relationship Manager - Ithaca, NY
- Ithaca, NY
- 90+ days ago
- Ithaca, NY
- 90+ days ago
Promote the Company's CRA requirements and policy; adhere to FDICIA and compliance procedures as they apply to the Company's lending activities....
Demographic Data for New York
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Title Synonyms
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Salary for Account Executive Jobs in New York
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Consulting
- Customer Relationship Management
- Employee Retention
- Prospecting
- Presentation
- Flexibility
- Client Relationships
- Compensation and Benefits
- Relationship Management
- Lending
- Loan Documentation
- Credit Underwriting
- Commercial Banking
- BSA
- Commercial Lending
- Loan Processing
- Private Banking
- Cross Selling
- Treasury
- Mortgage Processing
- Foreign Exchange
- Credit Analysis
- Financial Services
- Treasury Management
- Loan Servicing
- Underwriting
- Capital Markets
- Financial Statements
- Portfolio Management
- Goal Oriented
- Real Estate
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Customer Relations
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Problem Solving
- Sales
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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